428 results found
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Login - Option to disable 'Don't ask again' checkbox
HOWEVER due to cyber security, and XPM/Xero safeguarding IT data- the box "Don't ask again for 30 days" should be removed and staff should need to authenticate each time they login.
1 voteThanks for sharing in the forums here, Pratima. It's hard finding a balance that works for all users, we have others that'd like to see this auto selected but appreciate being security conscious for your organisations protection.
For now, we'll get a wider sense of interest from others in this here.
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Can you please enable ABN entering when creating a new contact in the invoices/bills screen
Can you please enable ABN entering when creating a new contact in the invoices/bills screen 'Update Contact details' box
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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have the IRD number displayed more prominently in the interface
Can we have the IRD number displayed more prominently in the interface. Maybe at the top with the account name? It is a PIA trying to find it when I need it. It always seems hidden in areas of Xero I never need to go. Takes me 10 minutes to find it when I need it.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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View data when file cancelled
Ability to access a cancelled file to view the data only.
I don't need to process any transactions, but be able to view the client history for warranty information, etc. We are required to keep data for 7 years to be able to provide to the ATO, why can't we have read-only access for the file once it's finalised. One client has restructured, but still needs to be able to view the sales, and pay for a file he is getting no usage out of (even as a ledger).
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Permissions - Access to Find & Recode as a separate permission
Please bring back Find and Recode as an option to add to standard role users. Our bookkeeper could do this before and it was very helpful. Now we need to assign admin privileges (temporarily) to provide access to find and recode and it causes me angst. Working with a few growing businesses they are adding new expense GL accounts (after the fact) and this feature was really great for the bookkeeper to use in the past.
4 votesHi Heather, due to the impact that this feature can have on an organisations transactions and reporting Find & Recode has always been limited to a user with Adviser now called Administrator role.
I want to be upfront that we don't have any plans of making this feature generally available as part of the standard user role.
However, I've slightly changed the title of your idea to request this as a separate controlled permission. We'll get a wider feel of interest around this here.
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Inventory Access Only User
Good day. I would like to suggest to create an inventory access only role. This is due to confidentiality of customer data which are accessible by all sales role user. Alternatively, if can enhance Customer data access permission for sales role user as optional also will work. Thank you.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Homepage - task list - assign to users
It would be helpful to be able to create tasks and assign to other Xero Users in the organisation and see their status.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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user roles
We really need to be able create a read only role where you can restrict by type (eg invoice/purchase), by client (ie restrict what clients can be seen), by "office" (ie by tracking category. The current roles are way to broad and businesses have teams that need more restricted access.
4 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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manage online payments per invoice for sales users
Allow SALES users to select if online payment method is enabled or not for particular invoices. Following card surcharges ban, we want to accept credit card payments for certain invoices only.
At present only Admin or Standard user can edit this feature.2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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user permissions
ability to allow some users access to connected apps but NOT bank accounts. Currently you can't have one without the other. We currently have a user who should not be seeing the bank accounts or have the ability to reconcile and make changes etc but needs access to connected apps which puts our not-for-profit organization in a vulnerable situation.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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App improvements needed
Please add invoice date filtering and daily sales totals to the Xero mobile app (Android and iOS)
As a business owner who uses Xero, I'm genuinely surprised at how limited the mobile app is when it comes to viewing and managing invoices.
One of the most basic things I want to do is open the app and see all invoices raised today and their total value. Unfortunately, there doesn't appear to be any way of doing this.
The app displays how many invoices are unpaid or overdue, but doesn't provide a simple way to view invoices by date or see…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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email notification sent when a new employee/supplier is set up
Clients like the email alert on bank account changes and have had a client suggest that something similar be setup for a new employee/supplier added - specifically when the bank details are added. Let the client see this from the start. Very common method of fraud is fake suppliers or fake employees, so having an email notification to the relevant person on setup can stop something being snuck in by someone.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Consolidated reports accross mutilple entities
We need the ability to create consolidated reports for mutliple Xero files. MYOB does this well. many group operate with multiple entities, it is so important for accountants to be able to consolidate the group position without resorting to excel exports...
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Permissions - Draft purchases with access to Purchase reports
There needs to an option in user permissions that allows a user to create purchase orders, bills & credit notes, but not approve them. They also need view the chart of accounts so they can see which account to use, and be able to view purchasing reports (but not edit them!)
Currently, we have to set a user as "Standard" to allow them them to create a purchase order or bill, but that automatically gives them permission to approve. We want to restrict approval to a higher lever
1 voteHi Kevin, not exactly the level to which you're asking here, however rather than Standard access it sounds like Sales and purchases would allow a little more restriction while still providing access to the areas needed.
With the Sales and purchases role a user will be able to enter sales or purchase transactions, and you can also select to give them access to Purchase reports specifically.
With this role a user won't be able to access the Chart of Accounts, however within transactions they would be able to select the account and view accounts in the chart of accounts.
We don't have plans for this specific level of access right now, however we're continuing to evolve our permissions across Xero and will keep an eye on the interest this builds here.
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Quotes - Letters of Engagement
Attach engagement letters to quotes and collect electronic signatures
It would be helpful to attach an engagement letter when sending a quote to a new client in Xero, with the option for the client to electronically sign the letter as part of accepting the quote.
For accounting practices, accepting a quote and signing an engagement letter are both essential steps in onboarding a new client. Bringing these steps together would simplify the process for both the practice and the client.
Ideally, this feature would allow us to:
Attach an engagement letter to a quote and mark it as requiring a…
1 voteThanks for sharing your idea about sending engagement letters with quotes and collecting signatures in one flow 🌟 . We’ve opened this idea up to gauge interest from the Xero community.
If this would help your practice, please vote and share how you’d use it or what matters most to you—for example, tracking quote acceptance and signatures separately, or keeping a signed copy and audit trail with the client record. Your feedback will help us understand the community’s needs.
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Login - Reduce graphics
Xero is an accounting program. It is not for entertainment. It does not need flashy graphics.
The latest unwanted and unneeded image is on the login screen. It is chewing up my bandwidth.
And I don't need the bar graphs on the dashboard rising up to their maximum value. It is chewing up the graphics capability of my old computer.
How about a cut down appearance option like back in the DOS days?
But before doing that fix all those other niggly problems that annoy me.
2 votesHi Alan, appreciate your feedback here. We don't have any plans of reverting to a DOS type experience but I've made sure to share your feedback here with our product team as they keep a close eye on feedback related to this updated experience.
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Improve product update communication with rollout windows and a "What's Changing This Week" partner update
As a Xero Partner, keeping up with product changes has become increasingly difficult. We support multiple clients and need time to update internal procedures, workpapers, templates, training documents and client instructions before changes appear in their files.
At the moment, product information is spread across multiple places, including Product Releases, Learning Central and Xero Product Ideas/Innovations. It is easy to miss changes, and partners often don't know a feature has rolled out until clients start asking questions.
Suggested improvements
- Provide an estimated rollout window for each update, rather than only the month. It doesn't need to be an exact…
11 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Homepage/Navigation - Softer non-high contrast bright blue colour used for banner and action buttons.
Change the high contract blue colour back to the softer on the eye colur before the recent update.
Recent update changed the font and blue background on menu banners and buttons in the desktop interface
* The new blue color is too bright, causing fonts to appear blurry and creating harsh contrast that is difficult to read.
* Request to restore the previous blue color due to readability and eye strain concernsThe old blue and new blue can be seen together in the hep chat.
4 votesHi community, we appreciate your feedback on the recent colour changes across Xero, this has been shared back with our teams and they are keeping a close watch on the feedback here, however I want to be upfront that we don't have any plans to change this further at this stage.
We will let you know if here if there are any further updates planned for this.
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Jaxのテキストを送信をcommand+enterで送信にして欲しい
Subject: JAX sends incomplete messages when typing in Japanese (IME Enter key issue)
Summary
In the JAX chat panel, pressing Enter sends the message immediately. For users typing in Japanese, Chinese, or Korean, Enter is also used to confirm character conversion in the input method editor (IME). As a result, JAX sends my message the moment I confirm a word, often in the middle of a sentence.Steps to reproduce
Open JAX in Xero.
Switch the keyboard to a Japanese IME (macOS or Windows).
Type a sentence and press Enter to confirm the kana-to-kanji conversion.
The partial, unfinished text is…1 voteReally appreciate the detail and framing of your idea here, Shinsuke. I've shared your feedback with our team and will keep you updated of any news.
In the meantime, I'd recommend sharing your idea with any colleagues that would also find this useful, so they can vote on this too. 🙂
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Homepage - Dedicated monthly turnover/revenue widget
It would be really useful to have a simple report or dashboard graph showing gross turnover/revenue by month, ideally across the current financial year with the option to compare against the previous year.
At the moment, Xero makes it easy to see profit and loss, income and expenses, but there doesn’t seem to be a quick, clear way to view monthly turnover as a standalone figure or trend.
Ideally this would show:
- Turnover/revenue for each month
- Year-to-date turnover
- Comparison with the same period last year
- Optional monthly or annual sales target
- A simple graph showing the trend over time
For…
1 voteThe main request here is for a dedicated monthly turnover graph that compares revenue over time. A visual summary could make it easier to monitor growth and identify changes in sales performance at a glance.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share which comparisons would matter most to you.
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